Tax compliance

• Preparation of tax returns according to Austrian tax law
• Submission of all required reports and notifications to the Austrian tax authorities
• Calculation and tax optimization of income from portfolio investments according to Austrian tax law
• Review of tax reportings for Austrian investors
• Qualification of investment products and insurance products according to Austrian tax law
• Tax representation for investment funds in Austria and calculation of deemed distributions of investment funds according to Austrian tax law
• Application for refund of foreign withholding taxes

Asset structuring

• Tax optimization for different asset classes (e.g. portfolio investments, real estate, art, alternative investments)
• Beauty contests for the election of asset managers
• Tax structuring for your charitable engagements
• Qualification of e.g. stock option-programs and phantom stock programs according to Austrian tax law